Client Services Analyst I

SS&C Technologies is a leading financial services and healthcare technology company headquartered in Windsor, Connecticut. They are seeking a Client Services Analyst I to join their Client Services team, where the individual will engage with clients, resolve technical issues, and build strong relationships with financial institutions.

Responsibilities

• Serve as the first point of contact for client inquiries via phone, email, and web, delivering timely and professional support
• Troubleshoot and resolve technical and product-related challenges, focusing on low-volume, high-complexity cases that require analytical thinking
• Work closely with internal teams—including Professional Services, Product Management, and Product Development —to ensure seamless client experiences
• Act as an escalation point for client counterparties and internal stakeholders, helping drive resolution and maintain trust
• Develop strong partnerships with clients, including portfolio managers, traders, and operations teams, to understand their needs and deliver value
• Handle multiple client requests simultaneously while maintaining high levels of accuracy, responsiveness, and satisfaction
• Participate in training programs and ongoing development initiatives to enhance your skills and grow within the organization

Skills

• Bachelor's degree
• Strong verbal and written communication skills
• Proven problem-solving and analytical abilities
• Passion for client service and relationship building
• Ability to learn quickly, adapt to new tools, and take initiative
• Familiarity with MS Windows, MS Office, and general system architecture
• Flexibility to support market hours and occasional weekend on-call shifts
• Experience in a customer service or client-facing role
• Degree in MIS, Computer Science, Finance, Economics, Math, or a related field
• 1–2 years of experience in financial services, accounting, or a related industry
• Exposure to portfolio accounting or trade order management systems
• Familiarity with SQL, UNIX, or LINUX environments

Benefits

• Medical, dental, and vision coverage
• A 401(k) plan with company match
• Paid time off
• Holidays
• Parental leave
• Professional development reimbursement opportunity

Company Overview

Company H1B Sponsorship